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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-02 |
Branch Locations
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co.,Inc. | Lone Tree | CO | 09/2021 | 10/2022 |
| Charles Schwab Bank Ssb | Lone Tree | CO | 09/2021 | 10/2022 |
| Navy Federal Credit Union | San Diego | CA | 09/2017 | 02/2018 |
| Navy Federal Credit Union | San Diego | CA | 02/2018 | 08/2021 |
| Navy Federal Credit Union | Carlsbad | CA | 08/2014 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 11/2022 | 06/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2024 | 03/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 07/2024 | 03/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 06/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 06/2026 | Present |
| Facet | Denver | CO | 03/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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